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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,654 | $111,535-53.7% | $105,223-50.9% | $137,256-62.4% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 18.53% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $924 | $3,939-76.5% | $3,689-74.9% | $4,156-77.8% |
| Participant deferral / active EE | $4,521 | $5,500-17.8% | $5,072-10.9% | $6,407-29.4% |
| Admin fee / account holder | $6,464 | $9,721-33.5% | $8,859-27.0% | $12,270-47.3% |